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Agent Side
Client Side
Admin Page
Sugar
Misc
100
How do I search my Activity Log?
By clicking on the Messages tab, you will see a detailed, searchable Activity Log.
100
How do I set up my password to electronically sign?
Follow the link in the email, select 'eSign' in the bottom right corner, choose a security question, answer, and password.
100
How can I see the list of ALL messages that have been sent from our system?
By clicking on the Email Log.
100
How do I create a case?
By clicking on the 'create case' button located in the top toolbar.
100
If you want to contact Donnie, what is the most efficient method?
"Send it through Sugar"
200
At what time can you invite the listing agent into a Loop (if you are the buying agent)?
You can invite a listing agent only when a 'live' form is ready to be send over. The next action will read 'Your client(s) have esigned. Click to send to the listing agent'.
200
How does a client change how their signature?
By clicking on the 'Account' tab within the Client Portal.
200
What's the difference between a 'User' and an 'Agent'.
A user is someone who has registered on our system. An 'agent' profile someone our system has pulled in, or someone who has been invited and not yet responded.
200
How do I add a contact to a case?
When you have a case created, you can click the 'create' button under the 'Contacts' section.
200
What size jeans (in girl sizes) do Steve and Dino wear?
5
300
How do I remove a parties ability to sign/initial a specific field?
By clicking on the signature or initial field and selecting 'clear (red x)'. The signature/initial field will then have a red X rather than a black X.
300
I'm in the Client Portal, how do I electronically sign an attachment my agent sent me?
Click on the Loop name, then click 'View/eSign' next to the attachment. Look for boxes with Xs and click in the field. Select Continue in the bottom of the right hand corner and type in your password to electronically sign.
300
What steps must be taken to give someone access to the Broker Dashboard?
You login to the Admin Page, click "Brokerage List", search for the Broker, click on "Dashboard", and then click 'Add' under 'User Access'.
300
How can I access all cases, contacts, projects, etc. associated with a specific account?
Click on 'Accounts, then select the name of the account.
300
Who has the best beard at DotLoop?
Kris Ericson
400
Under the 'My Account' tab, this link allows agents to modify how their signature/initial appears?
What is Account Info
400
A pop-up window is telling me I have missed a signature field. I do not wish to sign that field. How can I proceed?
Click 'cancel' and you will be able to continue.
400
How do you properly change a client's credentials?
You must change their information on both the left side, and right side, of the client's profile. (KEY - you must change it twice).
400
How do I check the status of a bug?
Click on 'Bug Tracker', search for the bug, and check the 'Status' section.
400
What is King's Twitter account?
@shitkingsays
500
I have 3 clients on a Loop and they are all wishing to eSign. How does your system accommodate this?
You can allow 2 of your clients to electronically sign the 'live' form, then add the client and use our attachments feature. You can also only use the attachments feature, add all 3 clients, and drag spots for all of them to sign.
500
My agent said they shared a brochure with me using 'MyDocuments'. Where can I access this PDF if I'm in the Client Portal.
Click on the 'Documents' tab and it will be there.
500
How can you access emails sent from only a specific agent?
When looking at a users profile, click 'see email from 'abc agent'.
500
How do I add a file to a case?
Click on the case, and under the 'History' tab, click "Create Note or Attachments?
500
What was the official launch date of eEdge AND who are all the companies associated?
KWRI, Market Leader, Imprev, and DotLoop